Bringing you live news and features since 2006 

Tavistock Investments chooses Intelligent Office to support technology integrations


Tavistock Investments plc has chosen Intelliflo’s Intelligent Office as its primary practice management system. The AIM listed financial services group has 200 advisers helping private clients look after more than GBP3 billion of investments, of which over GBP1 billionn is managed by its investment business, Tavistock Wealth.

Brian Raven, Chief Executive at Tavistock Investments plc says: “Intelligent Office is an established system with tried and tested functionality which has been developed and enhanced over a number of years.  We were looking for an established solution to provide our advisers and clients with a robust and reliable system which integrates with the tools we already use. We were also looking for a system which would enable us to develop our own technology and build integrations with other Tavistock platforms. The open architecture available with Intelligent Office’s Open API makes this possible. Intelliflo’s scale, depth of experience and resources convinced us it’s the best fit for an organisation of our size and ambition.”

Wenda Field, Chief Sales Officer at Intelliflo, says: “Tavistock Investments plc is a well-established, technically astute and forward-looking organisation that can really benefit from the services offered by Intelliflo. Our architecture philosophy provides the flexibility the Tavistock team were looking for and we look forward to working with them to help them maximise the benefits that Intelligent Office offers.”

Latest News

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Ryan McCormack, Invesco
This year sees the 25th anniversary of Invesco’s QQQ, the USD240 billion ETF – the fifth largest ETF in the...
The European ETF market achieved a record 28 per cent growth – reaching over USD1.8 trillion assets under management (AUM)...
Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by